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JFS Wealth Advisors’s Antero Midstream AM Stock Holding History

JFS Wealth Advisors’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.1K Buy
618
+12
+2% +$261 ﹤0.01% 869
2026
Q1 		$13.8K Buy
606
+20
+3% +$413 ﹤0.01% 836
2025
Q4 		$10.4K Buy
586
+142
+32% +$2.56K ﹤0.01% 959
2025
Q3 		$8.63K Hold
444
– – ﹤0.01% 944
2025
Q2 		$8.41K Hold
444
– – ﹤0.01% 917
2025
Q1 		$7.99K Buy
444
+5
+1% +$83 ﹤0.01% 952
2024
Q4 		$6.63K Hold
439
– – ﹤0.01% 1006
2024
Q3 		$6.61K Buy
439
+11
+3% +$160 ﹤0.01% 1014
2024
Q2 		$6.31K Sell
428
-21
-5% -$301 ﹤0.01% 966
2024
Q1 		$6.31K Sell
449
-175
-28% -$2.24K ﹤0.01% 1016
2023
Q4 		$7.82K Buy
624
+196
+46% +$2.47K ﹤0.01% 868
2023
Q3 		$5.13K Hold
428
– – ﹤0.01% 985
2023
Q2 		$4.96K Hold
428
– – ﹤0.01% 1009
2023
Q1 		$4.49K Sell
428
-21
-5% -$223 ﹤0.01% 1036
2022
Q4 		$4.84K Buy
449
+14
+3% +$149 ﹤0.01% 1003
2022
Q3 		$4K Buy
435
+71
+20% +$699 ﹤0.01% 1031
2022
Q2 		$3K Buy
364
+33
+10% +$343 ﹤0.01% 1143
2022
Q1 		$4K Buy
331
+200
+153% +$2.03K ﹤0.01% 1105
2021
Q4 		$1K Buy
+131
New +$1.36K ﹤0.01% 1240
2018
Q4 		– Sell
-154
Closed -$3K – 450
2018
Q3 		$3K Buy
+154
New +$2.82K ﹤0.01% 479

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JFS Wealth Advisors's AM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Antero Midstream (AM) stake by 2% in Q2 2026, buying an estimated $261 and bringing the position to 618 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

JFS Wealth Advisors first reported a position in AM in Q3 2018 and has held it in 20 quarters since. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • JFS Wealth Advisors held 618 shares of Antero Midstream worth $14.1K as of Q2 2026.
  • JFS Wealth Advisors bought 12 Antero Midstream shares in Q2 2026, an estimated $261.
  • Antero Midstream made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #869 holding.
  • JFS Wealth Advisors first reported a position in Antero Midstream in Q3 2018 and has held it in 20 quarters since.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.